Plan5500

Aubrey, TX Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aubrey, TX has 5 loaded benefit plan(s) reported by 5 plan sponsor(s), with $1,621,593 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
5
Plan sponsors
5
Latest filing year
2023

What stands out in Aubrey

  • 5 loaded plans hold $1.6M in reported assets across 5 sponsors.
  • The largest, Northeast Texas Restoration, Inc. 401(K) Profit Sharing Plan, holds 75% of reported Aubrey plan assets.
  • Plans cover 209 participants — about 42 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$1.6MSummed across loaded plans$1,621,593
Total reported assets$1.6M$1,621,593
Total reported participants209
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$1.6M total assets
Net assets$1.6MLiabilities$0
Contributions & income
Employer contributions$11.8K
Participant contributions$0
Total income / additions$499K
Expenses & distributions
Benefits paid / distributions$11.5K
Total expenses$13.1K
Net increase / (decrease)$485.9K

Data coverage

Plans with financial statements5 / 5 (100%)
Plans with provider compensation0 / 5 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Aubrey, TX plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Aubrey market comparison

Largest plan share of assets75%Northeast Texas Restoration, Inc. 401(K) Profit Sharing Plan
Participants per plan42Average across loaded plans
Plan sponsors5
Ranked by reported assets

Largest loaded plans in Aubrey

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Northeast Texas Restoration, Inc. 401(K) Profit Sharing Plan$1.2M
    Northeast Texas Restoration, Inc. · 2023
  2. 2
    Mch Aquatics, Inc. Profit Sharing Plan$208.4K
    Mch Aquatics, Inc. · 2023
  3. 3
    Sdw Enterprise Services Inc. Retirement Plan$104.3K
    Sdw Enterprise Services Inc. · 2023
  4. 4
    Fleur-De-Lys Incorporated 401(K) Profit Sharing Plan$91.6K
    Fleur-De-Lys Incorporated · 2023
  5. 5
    Dot Leasing Inc 401(K) Profit Sharing Plan & Trust$0
    Dot Leasing Inc · 2023

Largest plans in Aubrey → · Aubrey plans by participants → · Aubrey plans with financial data → · Aubrey plans with provider compensation → · $1B+ plans in Aubrey →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Aubrey, TX?
5 plan(s) reported by 5 sponsor(s) are loaded for Aubrey, TX.

Related Form 5500 pages